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Matthew Gordon

Forge Securities LLC

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About Matthew Gordon

Matthew Gordon is a financial advisor with Forge Securities LLC, a firm that is not registered with the Securities and Exchange Commission. Matthew has been in the financial industry since 2017 and is registered to provide securities-related services in 53 states. Matthew holds the Series 63, 7TO, SIE, and 79 licenses. Prior to joining Forge Securities, Matthew worked at Forge Markets LLC and Goldman Sachs & Co. LLC.

Firm Information

Matthew Gordon is currently registered with Forge Securities LLC. Forge Securities LLC is a Limited Liability Company formed in June 2021. The firm is registered with the SEC and is licensed to operate in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

44

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Matthew Gordon’s Registration & Firm History

CA

07/19/2021 - Present

Forge Securities LLC (SAN FRANCISCO CA)

CA

11/19/2020 - 09/09/2021

FORGE MARKETS LLC (San Francisco CA)

UT

09/08/2017 - 11/11/2020

GOLDMAN SACHS & CO. LLC (SALT LAKE CITY UT)

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Licenses & Designations

BC

Issued 06/11/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/06/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2017

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Matthew Gordon. Review regulatory record here.
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